See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,668 | $76,407-79.5% | $150,298-89.6% | $82,448-81.0% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 21.44% | 39.99%-18.6pp | 62.79%-41.3pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,088 | $2,614-20.1% | $4,154-49.7% | $2,551-18.2% |
| Participant deferral / active EE | $3,982 | $3,214+23.9% | $5,453-27.0% | $4,139-3.8% |
| Admin fee / account holder | $3,673 | $6,352-42.2% | $14,116-74.0% | $7,234-49.2% |